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Overview

ProBase can automatically calculate the most efficient order to visit your stops, saving you time and fuel. There are two ways optimization happens:
  • Optimize drive — tap a button in the Reorder Stops panel to instantly reorder one crew’s stops for the day. See Reordering stops.
  • Background auto-optimization — ProBase silently optimizes routes in the background whenever new appointments are created or assigned. Enable this once in your settings and it runs automatically.

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Optimize drive (on-demand)

The Optimize drive button lives inside the Reorder Stops panel, which you open from the Today tab of the Schedule. Reorder modal with Optimize drive button Tapping Optimize drive sends your crew’s stops to the route optimizer, which calculates the most fuel-efficient visiting order and shows you a summary of total drive time and time saved. Optimized view with drive time summary You can then tap Apply Changes to lock in the new order, or Cancel to go back to the original sequence. Before applying optimization After applying optimization For full step-by-step instructions, see Optimize your drive automatically.
Optimize drive requires the crew to have a configured start location and at least 2 stops with valid addresses. See Adding crews.

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Background auto-optimization

When enabled, ProBase automatically optimizes a crew’s route in the background every time a new appointment is scheduled. You don’t need to do anything — the route updates silently so your crew always has an efficient schedule.

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Enable auto-optimization

  1. Click Settings in the sidebar under “My Business”
  2. Scroll to the Scheduling section
  3. Toggle Auto-optimize routes to ON
Auto-optimize routes off Auto-optimize routes on

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When auto-optimization runs

With auto-optimization enabled, routes are automatically optimized when:
  • A new appointment is created and assigned to a crew
  • An unassigned appointment is scheduled
The optimization runs in the background and updates appointment times without any action on your part.
Auto-optimization only runs if the crew has a configured start location and the appointment has a geocoded address. If either is missing, the appointment is added to the schedule without reordering.

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Manual vs automatic optimization

SituationRecommended approach
Want routes updated automatically as you scheduleEnable auto-optimization
Want to review the optimized order before committingUse Optimize drive in the Reorder Stops panel
Need to hand-pick a specific stop orderDrag stops manually in the Reorder Stops panel
Made last-minute changes and want to recalculateUse Optimize drive

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How optimization works

The optimizer:
  1. Starts at the crew’s configured start location (depot)
  2. Calculates the most efficient order to visit all stops
  3. Returns to the crew’s end location at the end of the day
  4. Uses real road networks for accurate drive times
After optimization (or after saving a reordered route), appointment times are recalculated using the crew’s Start Time as the anchor. The first stop gets the start time, and each subsequent stop is scheduled based on travel time plus the previous stop’s duration. See Setting a crew start time for details on configuring the crew’s start time.

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Requirements

Route optimization requires:
  • The crew must have a start location configured
  • Property addresses must be geocoded (valid addresses entered in Probase)
  • At least 2 appointments must be scheduled for the crew on that date
If you haven’t set up crew locations yet, see Adding crews.

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Next steps